I have worked in Financial Services since 1981 as a Financial Adviser before becoming an Independent Financial Advisor in 1990 spending 8 years with a small practice in Fleet, Hants.
I formed Waverley Financial Services in 1998 providing advice to clients on all areas of financial planning from basic insurance matters to more complex taxation, Trusts and Pensions. During this period I studied with the Open University to achieve my BA Degree. My firm Waverley Financial Services is part of the New Leaf Group a national IFA whom I joined in 2014, a truly independent advisory practice which is committed to providing the best possible service to our valued clients.
The majority of my clients are in the Basingstoke and Hampshire region although I am happy to travel further afield. I like meeting new people from all types of backgrounds. Many of my clients have been with me for some 30 years and I am always happy to advise new clients.
I pride myself on providing straightforward, easy to understand advice and always have my clients' best interests in mind. My mission is to deliver an efficient and affordable service.
I have gained the Chartered Insurance Institute Advanced Diploma in Financial Planning and achieved Chartered Financial Planner status.
My hobbies include sports particularly cycling, foreign languages (Spanish & French) and travel, history, film and good food & wine.